- Establishing relationship with registered users - Understanding client’s requirement, involve RM if needed - Resolving any of the client queries - Connecting with clients to give regular updates - Getting more referrals from the existing users for onboarding new investors on the platform - Introduction calls for all new customers - Tracking of query resolutions - Tagging of all queries raised in CRM Specialized job competencies: Valuable communication skills, Fluent in English verbal & written communication, Graduate (any stream), existing experience in customer service management